Quotes & invoices | JobSheet.uk features
Quotes with line items
Create a quote with a title, customer, and GBP line items (description, quantity, unit price). Status moves through draft, sent, accepted, or declined as you work the sale.
Quote to job sheet to invoice
JobSheet follows a clear workflow on the quote detail screen:
- Quote — build and send the line-item quote
- Confirm & job sheet — accept the quote and create a linked job sheet in one step
- Schedule & complete — assign and schedule the job sheet, then mark it done on site
- Invoice — create an invoice from the quote when the linked job sheet is complete
Create invoice from quote is only available when the quote is accepted and the linked job sheet status is done. That keeps invoicing tied to finished work, not a half-done visit.
Invoices
Invoices have their own line items and statuses (draft, sent, paid). You can also create invoices independently of a quote when you need a simple bill without the full quote journey.
What is not in v1
JobSheet does not yet send quote or invoice PDFs by email or take card payment via Stripe links. Those are on the deferred roadmap. Today you track amounts and status in JobSheet and send documents the way you already do with your customer.